RK
Richard L. Kagy
BLACK KNIGHT WEALTH MANAGEMENT
Overland Park, KS
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CRD#: 6025710
RK
Professional summary
Richard Lee Kagy is a registered financial advisor currently at BLACK KNIGHT WEALTH MANAGEMENT, LLC located in Overland Park, Kansas.
Richard is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Richard has worked at 6 firms and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Richard Lee Kagy's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
January 27, 2025 - Present
BLACK KNIGHT WEALTH MANAGEMENT, LLC
RIA
CRD#: 305515
Overland Park, KS
Past
December 14, 2021 - December 31, 2024
BLACK KNIGHT WEALTH MANAGEMENT, LLC
RIA
CRD#: 305515
FRISCO, TX
Past
January 5, 2021 - February 5, 2021
OPTIVISE ADVISORY SERVICES LLC
RIA
CRD#: 301764
Overland Park, KS
Past
January 3, 2020 - December 31, 2020
OPTIVISE ADVISORY SERVICES LLC
RIA
CRD#: 301764
Overland Park, KS
Past
August 7, 2018 - February 27, 2020
FORESIGHT INVESTMENT ADVISORS, LLC
RIA
CRD#: 155800
OVERLAND PARK, KS
Past
November 14, 2017 - September 14, 2018
CENTER STREET ADVISORS, INC.
RIA
CRD#: 169329
Overland Park, KS
Past
April 17, 2015 - November 2, 2017
ONPOINTE ADVISORY AND FINANCIAL SERVICES, LLC
RIA
CRD#: 162143
OVERLAND PARK, KS
Past
February 6, 2012 - April 16, 2015
HIGH STREET ASSET MANAGEMENT, LLC
RIA
CRD#: 154981
OVERLAND PARK, KS
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
BK
BLACK KNIGHT WEALTH MANAGEMENT, LLC
BLACK KNIGHT ALTERNATIVES | PHOENIX RISING WEALTH MANAGEMENT | OPULENCE PLANNING GROUP | INTEGRATED ADVISORS | CANADIAN RIVER WEALTH MANAGMENT AND CONSULTING, LLC | BOW TIE WEALTH MANAGEMENT | BLACK KNIGHT WEALTH MANAGEMENT, LLC
CRD#: 305515 / SEC#: 801-126532
RIA
Registered Investment Advisory firm - (10/18/2022 Approved)Arkansas
Registered Investment Advisory firm - (12/6/2022 Terminated)Illinois
Registered Investment Advisory firm - (12/6/2022 Terminated)Kansas
Registered Investment Advisory firm - (12/6/2022 Terminated)Louisiana
Registered Investment Advisory firm - (12/6/2022 Terminated)Montana
Registered Investment Advisory firm - (12/6/2022 Terminated)New Mexico
Registered Investment Advisory firm - (12/6/2022 Terminated)Pennsylvania
Registered Investment Advisory firm - (12/7/2022 Terminated)Texas
Registered Investment Advisory firm - (12/6/2022 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Kansas(1/27/2025)
Current Firm
BK
BLACK KNIGHT WEALTH MANAGEMENT, LLC
BLACK KNIGHT ALTERNATIVES | PHOENIX RISING WEALTH MANAGEMENT | OPULENCE PLANNING GROUP | INTEGRATED ADVISORS | CANADIAN RIVER WEALTH MANAGMENT AND CONSULTING, LLC | BOW TIE WEALTH MANAGEMENT | BLACK KNIGHT WEALTH MANAGEMENT, LLC
CRD#: 305515 / SEC#: 801-126532
RIA
Registered Investment Advisory firm - (10/18/2022 Approved)Arkansas
Registered Investment Advisory firm - (12/6/2022 Terminated)Illinois
Registered Investment Advisory firm - (12/6/2022 Terminated)Kansas
Registered Investment Advisory firm - (12/6/2022 Terminated)Louisiana
Registered Investment Advisory firm - (12/6/2022 Terminated)Montana
Registered Investment Advisory firm - (12/6/2022 Terminated)New Mexico
Registered Investment Advisory firm - (12/6/2022 Terminated)Pennsylvania
Registered Investment Advisory firm - (12/7/2022 Terminated)Texas
Registered Investment Advisory firm - (12/6/2022 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Frisco, TX
Mailing Address
Phone number
(972) 786-6527
Established
Firm type
Fiscal year end
# of Employees
15
SEC notice filing (13 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 915 |
| AUM (Assets Under Management) | $ 239,952,261 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 07/23/2025 | ||
| 08/19/2024 | ||
| 09/29/2023 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
